Editing Notification Settings in M-Files Admin
M-Files can be set to send email notifications about object-related actions. Users can also create new notification rules in M-Files Desktop (see Editing Notification Settings in M-Files Desktop and Metadata card option ribbon).
The email notifications contain a link to the related object. By default, the link is in the new M-Files link format. To use the classic link formatting, go to in M-Files Admin and set Use Classic Link Formatting to Yes. For more information on links in M-Files, refer to Configuring M-Files Links and M-Files URL Properties in M-Files Support Portal.
For the notifications to be sent, these features must be enabled:
If you use Microsoft Exchange Online, you must also set up an OAuth application in Microsoft Azure Portal and have the details listed in the document Azure Portal Configuration for M-Files Notifications with Microsoft Exchange Online.
To enable email notifications in an on-premises environment, do these steps on the M-Files server computer:
- Make sure that notifications are enabled in the vault: In the Advanced Vault Settings in M-Files Admin, go to Notifications and make sure that Enable Vault Notifications is set to Yes (default value).
- Users must enable notifications in M-Files Desktop to be able to get notifications. See Editing Notification Settings in M-Files Desktop.
- The administrator and users can also create notification rules. See Editing Notification Settings in M-Files Desktop.
- You can customize your notification messages. See Personalizing Notification Messages.